Financial Advisor
Foundation Risk PartnersSanta Clarita, California, United States
Posted February 10, 2026
50000 - 150000 USD
Full Time
About the Company
Foundation Risk Partners is one of the fastest growing insurance brokerage and consulting firms in the US.
Job Description
Foundation Risk Partners is adding a Financial Advisor to their LBW team in Valencia, CA. The role involves managing a book of business, prospecting for new clients, and providing financial planning services. The company offers a comprehensive range of benefits, including a 401(k) with company match, company-paid life insurance, and a generous PTO policy.
Requirements
- FINRA Series 66 license at a minimum
- Valid CA Drivers License
- California Life Insurance License is a plus
- CFP or ChFC designation preferred but not required
- Bachelor’s degree in business, finance, sales, marketing or related field, OR a minimum of four years of professional experience in financial services
Benefits
- Comprehensive health-related benefit options including medical, vision, and dental
- 401(k) with company match
- Company-paid life insurance
- STD, LTD and a generous PTO policy starting at 18 days per year plus 10 paid holidays & 2 floating holidays
